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Surmodics
SRDX

Overview Fund Activity

147 hedge funds and large institutions have $677M invested in Surmodics in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+9
Holders Change %
+6.52%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
49
Reduced
54
Closed
7
Calls
–
Puts
$1.24M
Net Calls
-$1.24M
Net Calls Change
+$888K

Top Buyers

1
SCM
1
Soleus Capital Management
Connecticut
$15.1M
2
DGI
2
Disciplined Growth Investors
Minnesota
$22.1M
3
Millennium Management
3
Millennium Management
New York
$5.83M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.1M
5
State Street
5
State Street
Massachusetts
$27.4M

Top Sellers

1
FP
1
Financial Perspectives
Minnesota
$768K
2
BlackRock
2
BlackRock
New York
$120M
3
EP
3
Eversept Partners
New York
$0
4
KCM
4
Kennedy Capital Management
Missouri
$3.09M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
Manchester Capital Management
Vermont
$42K -$12.2K -225 -23%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$42K -$668 -12 -2%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$30K +$21.7K +400 +260%
SWA
129
Sutton Wealth Advisors
Florida
$22.7K – – –
AF
130
Advisornet Financial
Minnesota
$19K – – –
HI
131
Harbour Investments
Wisconsin
$16K – – –
OSAM
132
O'Shaughnessy Asset Management
Connecticut
$14K +$14K +265 New
Lazard Asset Management
133
Lazard Asset Management
New York
$14K +$14K +270 New
VCM
134
Versant Capital Management
Arizona
$8K -$222 -4 -3%
Macquarie Group
135
Macquarie Group
Australia
$7K – – –
Osaic Holdings
136
Osaic Holdings
Arizona
$5K – – –
ST
137
Sageworth Trust
Pennsylvania
$4K +$4K +70 New
GAM
138
Gemmer Asset Management
California
$3K – – –
PWMG
139
Prestige Wealth Management Group
New Jersey
$3K – – –
TWA
140
TCI Wealth Advisors
Arizona
$2K – – –
PFBT
141
Parkside Financial Bank & Trust
Missouri
$2K +$303 +5 +18%
TFO
142
Tarbox Family Office
California
$1K – – –
MAM
143
Meeder Asset Management
Ohio
$1K – – –
QCG
144
Quadrant Capital Group
Ohio
$1K +$154 +4 +18%
AIG
145
American International Group
New York
$478 -$7 -130 -1%
EP
146
Eversept Partners
New York
– -$2.69M -47,906 Closed
WCM
147
Wedge Capital Management
North Carolina
– -$1.74M -31,006 Closed
MSL
148
Mackay Shields LLC
New York
– -$404K -7,200 Closed
SG Americas Securities
149
SG Americas Securities
New York
– -$357K -6,363 Closed
GCP
150
GSA Capital Partners
United Kingdom
– -$321K -5,723 Closed
3 4 5
6
7